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Portfolio (Quarterly) Guide ↗

OLD SECOND NATIONAL BANK OF AURORA

· CIK 0000903783
13F Portfolio $500M AUM 402 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 20 New 69 Added 56 Reduced 16 Exited
Page 13 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 XLV SPDR Healthcare Sector ETF 100.0 $15K 0.00% $154.80 -3.5%
242 XLP SPDR Consumer Staples Sector ETF 196.0 $15K 0.00% -29.0 -12.9% $77.68 +7.2%
243 ADI Analog Devices, Inc. Technology 56.0 $15K 0.00% +46.0 +460.0% $271.20 +60.2%
244 VO Vanguard Mid-Cap ETF 52.0 $15K 0.00% $290.21 -72.4%
245 TFC Truist Finl Corp Financial Services 300.0 $15K 0.00% -145.0 -32.6% $49.21 -1.8%
246 ZBH Zimmer Biomet Holdings Inc Healthcare 160.0 $14K 0.00% $89.92 -2.2%
247 CRWV Coreweave Inc Technology 200.0 $14K 0.00% $71.61 +64.7%
248 PGR Progressive Corp Financial Services 58.0 $13K 0.00% $227.72 -10.0%
249 INOD Innodata Inc Technology 250.0 $13K 0.00% NEW $50.95 +87.4%
250 LH Labcorp Holdings Inc. Healthcare 50.0 $13K 0.00% $250.88 +2.0%
251 NXST Nexstar Media Group Inc Communication Services 60.0 $12K 0.00% $203.05 -19.2%
252 SMOT Vaneck Morningstar Smid Moat ETF 320.0 $12K 0.00% NEW $36.20 +6.1%
253 VNLA Janus Detroit Henderson Short ETF 233.0 $11K 0.00% NEW $49.14 -0.3%
254 REET IShares TR Global REIT ETF 458.0 $11K 0.00% NEW $24.95 +8.5%
255 XLB SPDR Materials Sector ETF 250.0 $11K 0.00% +125.0 +100.0% $45.35 +14.2%
256 HGER Harbor Commondity All Weather Strategy ETF 455.0 $11K 0.00% NEW $24.82 +20.5%
257 LHX L3Harris Technologies Industrials 38.0 $11K 0.00% +28.0 +280.0% $293.58 +0.4%
258 DEO Diageo PLC ADR Consumer Defensive 125.0 $11K 0.00% $86.27 -6.7%
259 SYY Sysco Corporation Consumer Defensive 141.0 $10K 0.00% $73.69 +6.8%
260 PPTA Perpetua Resources Corp. Basic Materials 425.0 $10K 0.00% $24.21 +0.5%
Page 13 of 15  ·  288 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.6%
Financial Services 22.1%
Healthcare 10.8%
Industrials 9.3%
Consumer Cyclical 7.4%
Communication Services 5.9%
Consumer Defensive 4.9%
Energy 3.9%
Utilities 2.8%
Real Estate 2.0%